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• Network ready. Allows multiple users to work simultaneously.
• Manage an unlimited number of TimeKeepers (billable persons), clients and their matters.
• Fully flexible TimeKeeper billing rates; set at global level as well as customize for specific matters (such as discounted rates for a particular matter).
• Receive retainers in operating or trust bank accounts.
• Intuitive user interface provides a 360 degree view, showing a matter's unbilled, unpaid and retainer balances at all times.
• Time and expense cards can be entered individually or a week at a time using timesheets. Supports UTBMS billing codes.
• Generates fully customizable/editable invoices (displays billed time/expense details along with past due and retainer balances) and reminder letters that you can send via email.
• Pay generated invoices with new client funds or apply retainers. All client balances are automatically updated.
• Generate overdue invoices and low retainer reminders in batch and send them by email.
• Comprehensive accounting, banking and billing reports.

Key Easy TimeBill Software Features

Billing Features

• Create an unlimited number of TimeKeepers (billable persons) with up to eight rate levels for each TimeKeeper.
• Create matters and set billing types (hourly, flat fee, recurring, etc.) and optional minimum retainer requirement amount. Even for fixed or contingency fee matters, you can track time spent so you can analyze a matter's profitability.
• TimeKeepers billing rate can also be locally set for special matters instead of using global legal billing rate. This is very important when certain discounts are offered for a matter or previous years' legal billing rates need to be continued for older matters.
• Record billable time and expenses for matters. Create time entries individually or as a weekly timesheet. Supports UTBMS standardized billing codes.
• Use an intuitive time clock system that permits work on multiple matters with individually controlled start/stop time clocks.
• Customize and edit all invoices and letters with a built in editor. Change header/footer; insert logo, text, labels or special messages.
• Generate Invoices with an optional cover letter. Send invoices via email or save as Word/PDF document. Display past due and retainer balances on cover letters.
• Matter's unbilled and unpaid balances are automatically updated as time/expense cards are billed.

Receive Payments/Generate Notices

• Receive client advances (retainers) in either operating or trust bank accounts.
• Receive invoice payments with new client funds or apply retainers if available. If trust retainers are used, debit trust account automatically, prepare a check into trust bank, a deposit into operating bank and mark invoice paid, all in 1-click.
• Batch generate batch past due invoice reminder notices (e.g. 30, 60, 90 days) and send via email.
• Batch generate bulk retainer replenishment letters as retainer balances fall below minimum required for each matter and send by email.
• A matter's unpaid and retainer balances are updated automatically, as invoices are paid from new funds and/or retainer funds.

Banking Features

• Record income or expenses that are not matter-linked (e.g. rent payments) in separate categories.
• Refund excess client payments using credit memo and issue refund checks.
• Print checks and deposit slips.
• Perform monthly bank reconciliations. Keep each month's reconciled statement separate from other months.

Management Reports

• Comprehensive set of reports with numerous selection criteria and sorting options, separated into Accounting, Admin, Banking, Billing categories.
• Save all reports in PDF/Word/Excel formats.

Optional Trust Accounting Module

• If your firm handles trust funds, the Easy Trust module integrates all aspects of trust accounting with Easy TimeBill. Read: Why Law Firm Trust Account and Billing Systems Must Work in Tandem.
• Track all funds in and out of client trust accounts, prevent common trust accounting mistakes (e.g. ledger overdraft), perform bank reconciliation and generate three-way reconciliation reports with this module.

Security Features

• User ID/Password based login system for ALL users.
• User accounts can be assigned permissions to limit access for certain activities, such as, invoice generation, check printing. etc.
• Special "Billing Lite" user account with "time entry only" permission. The user can enter time and expense cards without any ability to view matter balances or any other information.

Productivity Features

• Networked so multiple users can work simultaneously.
• Inactivate closed matters/bank accounts to prevent future inadvertent use.
• One-click database backup and restore options.
• Built in sample database for initial practice/learning.

Enterprise Version

• Suitable for multi-user licensees with expertise in managing a SQL Server.
• Industry standard SQL Server (or SQL Express) database backend.
• Enhanced level of data security; only users with access to database password can create data backup.
• SQL Server backend delivers a significant speed advantage.

Technical Support at Its Best

At Easy Soft, we make getting product technical help and training as uncomplicated as possible. You'll find a comprehensive range of choices to get the greatest benefit from your new legal software, from live phone support, weekly webinars and web-based training videos to FAQs and a library of technical articles.